For consultants
Bookkeeping for consultants, done from your statements
Drop in the statements and exports consultants already have. ProfitBooks categorizes every transaction, tracks the deductions that matter for your work, and hands your tax preparer a clean profit and loss. $20 a month, billed annually, plus pay-as-you-go credits.
100 free credits at signup, 10 free every day. No card required.
What you upload
- Business checking statement
- Corporate or business card statement
- Invoices you sent
- Receipts for travel and client meals
What gets categorized
- Consulting fees
- Subcontractors
- Travel, lodging, airfare
- Client meals (50%)
- Professional development
Deductions to look for
- Travel and lodging
- 50% of client meals
- Professional liability insurance
- Conferences and courses
- Home office
- Retirement contributions
Why it fits
Built for the way consultants actually run money.
Income arrives from a few sources, expenses land on one or two cards, and nobody has time to categorize 12 months of it in April. ProfitBooks reads the statements, learns your vendors, and keeps the profit and loss current so quarterly taxes stop being a guess.
- Chart of accounts built for your industry from one question
- Confidence threshold: auto-finalize the obvious, review the rest
- Year-end totals by category, ready for Schedule C or your preparer
- Need a reconciled balance sheet? Full Books, $99 a month billed annually, replaces the bookkeeper
Pricing
What consultants pay
About 80 transactions a month is 960 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
FAQ
Questions, answered
Do I need to connect my bank?
No. Download the PDF statement from your bank or take a photo of it. ProfitBooks reads it. No logins shared, no feeds to babysit.
What does it cost for consultants?
About 80 transactions a month is 960 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
Can my tax preparer use it?
Invite them free. They see the same profit and loss and ledger you do (and the reconciled balance sheet on Full Books), and can export CSV for their software.
I bill through a platform that takes a fee. How is that recorded?
Upload the platform's payout export alongside your bank statement. Gross revenue and the platform fee are recorded separately, so your revenue is not understated.
Your books for consultants, done tonight.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.